Sr. Product Manager - Advisor Experience

Addepar is seeking a Senior Product Manager to lead and shape Addepar's Advisor experience for Registered Investment Advisors (RIAs). The role owns the surface area, features, and capabilities designed to empower wealth managers to acquire, retain, and advise their end-clients across web and mobile platforms. The role analyzes early user feedback and adoption metrics to establish and execute a long-term roadmap, leverages AI to turn platform data into tailored, context-aware insights for individual clients, and partners with engineering, product design, user research, and client-facing teams to build and refine advisor tools and workflows.

Responsibilities

Build a deep understanding of the Advisor persona within the RIA segment and how their daily workflows connect across the Addepar platform; Collaborate with cross-functional partners and stakeholders to author a long-term product direction across mobile and web surfaces; Partner closely with AI and engineering teams to refine AI-powered insights so they are tailored and contextually relevant for financial advisors; Translate high-level business goals into clear, detailed requirements, user stories, and acceptance criteria; Monitor key adoption and engagement metrics to evaluate feature performance, refine workflows, and elevate the Advisor experience; Articulate the core purpose and value behind each product initiative so go-to-market teams can drive client success

Requirements

5 or more years of experience in Product Management; practical experience incorporating AI/ML capabilities into workflow applications to deliver personalized user outcomes and streamline routine tasks; prior experience in wealth management, fintech, or the RIA ecosystem; legally authorized to work in the United States without requiring current or future visa sponsorship; authorized to begin work in the U.S. on the first day of employment

Nice to have

Experience working with front-office wealth advisors